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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,420 | $190,879-88.3% | $160,009-86.0% | $134,532-83.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.47% | 552.63%-571.1pp | 408.85%-427.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,459 | $4,995-50.8% | $4,225-41.8% | $4,741-48.1% |
| Participant deferral / active EE | $8,988 | $6,924+29.8% | $6,183+45.4% | $6,401+40.4% |
| Admin fee / account holder | $250 | $10,495-97.6% | $8,715-97.1% | $11,429-97.8% |